Trust Investment Advisors

Trust Investment Advisors (CRD# 105330) is a financial advisory firm headquartered in Indianapolis, IN. They manage $154,740,007 in 224 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $690,804
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IN

Financial Advisors at Trust Investment Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan M. Atkins
CRD#: 8434
8440 Woodfield Crossing Blvd., Suite 100, Indianapolis, IN 46240
93
Wealthminder
score

Jonathan Atkins (CRD# 8434) is an Investment Advisor Representative working at Trust Investment Advisors in Indianapolis, IN and has over 37 years of experience in the finance industry.

2
James R. Delay
CRD#: 6112727
8440 Woodfield Crossing Blvd., Suite 100, Indianapolis, IN 46240
90
Wealthminder
score

James Delay (CRD# 6112727) is an Investment Advisor Representative working at Trust Investment Advisors in Indianapolis, IN and has over 5 years of experience in the finance industry.

3
Dawn E. Slaughter
CRD#: 6101710
8440 Woodfield Crossing Blvd., Suite 100, Indianapolis, IN 46240
88
Wealthminder
score

Dawn Slaughter (CRD# 6101710) is an Investment Advisor Representative working at Trust Investment Advisors in Indianapolis, IN and has over 3 years of experience in the finance industry.

4
Larry K. Pitts
CRD#: 1444855
8440 Woodfield Crossing Blvd., Suite 100, Indianapolis, IN 46240
67
Wealthminder
score

Larry Pitts (CRD# 1444855) is an Investment Advisor Representative working at Trust Investment Advisors in Indianapolis, IN and has 1 year of experience in the finance industry.

5
George M. Prugh
CRD#: 1689496
8440 Woodfield Crossing Blvd., Suite 100, Indianapolis, IN 46240
67
Wealthminder
score

George Prugh (CRD# 1689496) is an Investment Advisor Representative working at Trust Investment Advisors in Indianapolis, IN and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.